Who Are We?
The Society of Financial Examiners (SOFE) is a professional association dedicated to fostering excellence in individuals conducting financial examinations, analysis, and information technology reviews of insurance and banking entities regulated by state governments. Our mission is to empower examiners and analysts by offering access to additional resources and providing specialized educational training seminars, certification programs, and career development opportunities distinctively designed to enhance the unique knowledge and skills needed within the insurance and banking regulatory framework.
Since our establishment in 1973, SOFE has been committed to maintaining public trust through our professional standards and Code of Ethical Conduct while building a vast network of highly skilled professional members who perform essential roles as state regulators, independent consultants, and professionals within the financial and insurance sector. SOFE offers certifications for different levels of professional competence and expertise, including the Accredited Financial Examiner (AFE), Certified Financial Examiner (CFE), and Automated Examination Specialist (AES) designations.
The Board of Governors (BOG) and its committees are authorized and responsible for the supervision, control, and direction of SOFE’s business and affairs, the establishment of its policies and procedures, and the promotion of its organizational objectives. Through collaboration and in alignment with SOFE’s mission, the Board of Governors provides strategic direction and oversight to ensure the achievement of various initiatives established for the benefit of its members. SOFE prioritizes the continuous growth of our members through collaborative learning during our annual Career Development Seminar (CDS) and other continuing education initiatives while promoting integrity, objectivity, professional competence and due care, confidentiality, and professional behavior in the performance of their professional duties.
Board of Governors
Responsible for guiding SOFE’s policies and overall direction. Comprised of members from various professional backgrounds, the BOG ensures the society upholds its values while promoting its objectives.
The Executive Committee
Acts on behalf of the BOG between meetings, managing key operational decisions to maintain momentum.
Headquarters Staff
Manage daily operations, ensuring SOFE's smooth functioning and providing essential services to members​.